Three Steps to Weave Equity Compensation into Your Financial Plan

Dealing with the ins and outs of equity compensation can seem daunting, but being proactive, focusing on goals and planning can make it all more manageable.

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(Image credit: Getty Images)

Stress about finances transcends income level, financial acumen and experience, and today’s economic climate is presenting challenges even for seasoned company leaders. In fact, Morgan Stanley at Work research shows that 83% of executives who receive equity compensation say financial stress is negatively impacting their work and personal lives.

If you’re in that boat, factors like long vesting schedules, complicated tools or a confusing website can make equity compensation easy to overlook or frustrating to try to weave into your financial plans. While many used to see equity compensation as just a nice bonus, it’s especially worthwhile amid today’s uncertainty to view equity more holistically.

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Krystal Barker Buissereth, CFA®
Head of Financial Wellness, Morgan Stanley

Krystal Barker Buissereth, CFA®, is a Managing Director and the Head of Financial Wellness for Morgan Stanley at Work. In this role, she is responsible for working with corporate clients and organizations on creating, implementing and managing financial wellness programs that meet the needs of their employees.